Please note you are leaving Candid Money, a financial guidance site not regulated by the Financial Conduct Authority, to go to Candid Financial Advice, a financial adviser that is authorised and
regulated by the Financial Conduct Authority.

Dislikes:The "What does it cover ? " question :Site likes "Advisers": little mention of "Discount Brokers" : The range of cheap passives could be widened to improve diversification : Some associated Money Purchase Schemes have tough terms so refunds are made

Service Rating:Value Rating:Overall Rating:Recommended?

This review is written from the perspective of a "fully invested , multi-platform ,DIY investor " who likes to keep an eye on costs.Of course , on of the problems of being a multi-platform DIYer is that you can take your "eye off the ball" about some of the detail changes that occur on each platform as time goes on . Today I was looking at the "This is Money Co Uk" web site and it stated ;" The difficulty for DIY investors using Fidelity wanting to buy both funds and shares is that it still operates across 2 separate platforms with funds one and shares and investment trusts on the other". Apparently Charles Stanley (ShareNetwork ) are involved on the other platform.

So that is why I had not noticed ETFs on the fund evaluator recently!! I felt fairly sure I had seen ETFs on there at some point but it must have been further back in time than I realized . I had not noticed the change as my attention must have been elsewhere on the other investment platforms that I use.

How complex is Fidelity now for a DIYer ? Well what I HAD noticed is the Cavendish Online portal at the front end of the website . I had also noticed that Standard Life was involved in their pensions . Now I know we can add Charles Stanley to the mix. So we appear to have quite a few other players involved with Fidelity.Is this good for DIYers like me ? Well as a long standing investor ,as long as I can keep up with the changes I can continue to use the Fidelity/Cavendish Online combo for my passive index funds with no problems. But I am pleased that I can add other players like AJ Bell and H/L into MY OWN "portfolio mix"Yes, I suppose both DIY investors and platforms can create quite intricate solutions.

« First‹ Previous1Next ›Last »

Please Note: We display user reviews in good faith and cannot guarantee their authenticity. Never choose providers or products on the basis of
these user reviews alone. All information and data shown is as at the date of the review.